High Net Worth Risk Management via Insurance

We sincerely hope none of our clients are ever effected by a sudden, financially catastrophic event. Hope however is not a sound financial strategy, which is why developing and implementing cost effective risk transfer strategies is crucial to protecting your family and business. Our team of dedicated Insurance Specialists, with access to dozens of quality insurance companies, assists in establishing the optimum combination of ratings, funding, documentation, tax efficiency, etc.

A well-designed wealth plan may include several types of insurance:

Life (LI): Utilized to replace income loss due to an unexpected death, as well as to provide liquidity to pay estate taxes or funding a business succession. If properly structured, proceeds may be realized in an income tax and estate tax free manner.

Disability (DI): If you are unable to work, DI protects your ability to meet your financial obligations by replacing at least a portion of your pre-disability earnings.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Group Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com.

2017 Equanimity Wealth Management. All rights reserved. This content cannot be copied without express written consent of CWM, LLC. Wealth Designed. Life Defined. is a registered trademark of CWM, LLC and may not be duplicated.